Filed July 20, 2010 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,345 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES, INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $29,780 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,051 | $105,247+6.5% | $87,100+28.6% | $77,787+44.0% |
| Participation rate | 99.3% | 85.8%+13.5pp | 76.9%+22.4pp | 73.2%+26.1pp |
| Annual return | 22.66% | 24.52%-1.9pp | 28.19%-5.5pp | 32.57%-9.9pp |
| Employer contribution / active EE | $3,800 | $2,895+31.3% | $2,521+50.7% | $2,504+51.7% |
| Participant deferral / active EE | $6,040 | $5,060+19.4% | $4,049+49.2% | $3,967+52.2% |
| Admin fee / account holder | $156 | $104+49.1% | $7,497-97.9% | $100+55.7% |